+2.6%
HAL vs OKE
+266.1%
-263.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.6% | -1.4% |
| 7D | -3.3% | +1.2% | -4.6% | -4.4% |
| 30D | +8.2% | +4.5% | +3.7% | +4.2% |
| 3M | -9.4% | +9.6% | -19.1% | -16.1% |
| 6M | +0.6% | +15.4% | -14.7% | -11.1% |
| YTD | +28.6% | +36.5% | -7.9% | -1.8% |
| 1Y | +63.9% | +39.0% | +24.9% | +23.3% |
| 3Y | -7.1% | +74.3% | -81.4% | -42.7% |
| 5Y | +102.3% | +141.2% | -38.9% | -0.7% |
| All | +2.6% | +266.1% | -263.5% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling